Organisation structure

• Regions, sectors and the location structure

  How to group locations into regions and sectors so you can assign them to employees faster and filter views — and how to read the organisation structure tree.Popular

Positions and groups

• Managing positions and tags in locations

  How to browse, add and configure positions and tags in a chosen location — billability, visibility and what the "Default" column means.Some readers

• Shift templates and groups in a location

  Configuring shift templates and crew groups on one location tab — creating hour patterns and teams for planning together.Few readers

Location basics

• Creating and managing locations

  How to add a new location in three steps and how to edit, duplicate and permanently delete existing locations from the list.Some readers

• Basic location details settings

  How to edit a location’s name, code, region, address and work hours on the Basic details tab.Some readers

• Duplicating a location

  How to quickly create a new location based on an existing one, copying its positions, settings and shift templates.Few readers

• Deleting a location

  How to permanently delete a location from Proplanum — where the action is, how to confirm it and exactly what gets erased.Some readers

Configuring Locations

• General location settings

  Configuring a location’s "General" tab: what employees can submit, the request rules and work time alerts.Some readers

• Planning settings in a location

  Configuring the settlement period, planning lock rules, breaks and the schedule export to PDF for a chosen location.Some readers

• Work hours settings in a location

  How to configure the counting of overtime (daily, double, weekly), the night supplement and the night period on a location’s Work hours tab.Some readers

• Work time tracking (RCP) settings

  Configuring the time tracking tool in a location: turning tracking on, GPS verification, the channel (app vs KIOSK), time rounding and automatic approval of entries.Few readers

Frequently Asked Questions (FAQs)

• What is the location code?

  An explanation of what a location code is in Proplanum, where to find and edit it, and what it is for.Some readers

• I have a new position — why can’t I see it in the location?

  A new position exists across the whole organisation, but in a given location it is hidden by default — just turn on the "Visibility" switch on the "Positions and tags" tab.Few readers